# American Resources CEO on rare earth strategy following major turnaround

Page: https://stenobird.com/podcast/proactive-interviews-for-investors-1457173/american-resources-ceo-on-rare-earth-strategy-following-major-turnaround
Text version: https://stenobird.com/podcast/proactive-interviews-for-investors-1457173/american-resources-ceo-on-rare-earth-strategy-following-major-turnaround.md
Podcast: [Proactive - Interviews for investors](https://stenobird.com/podcast/proactive-interviews-for-investors-1457173)
Published: 2026-05-21T12:19:12+00:00
Episode link: https://proactive-interviews-for-investors.simplecast.com/episodes/20260520-american-resources-corp-1-jU3K9UzU
Audio file: https://cdn.simplecast.com/media/audio/transcoded/1068c7db-2e26-4675-9674-33cc0c49ccdc/b96906c8-b386-47e4-a142-589b24379f8e/episodes/audio/group/b92965e5-72e1-4bf7-83c1-a4a52c460020/group-item/f49719f3-ed6b-4b7b-84f1-3e7018304f46/128_default_tc.mp3?aid=rss_feed&feed=xjpdm5C9
Processing state: not_requested
JSON: https://stenobird.com/v1/public/podcasts/proactive-interviews-for-investors-1457173/episodes/american-resources-ceo-on-rare-earth-strategy-following-major-turnaround
Duration seconds: 355

## Resource

American Resources Corp (NASDAQ:AREC) CEO Mark Jensen tells Proactive's Stephen Gunnion that the company has completed a remarkable turnaround — moving from negative shareholder equity of $80 million to positive $93 million in a single year — by divesting legacy coal assets and separating ReElement Technologies while retaining a 17% strategic stake. The focus now is on securing ownership positions in low-cost rare earth mining projects across Southeast Asia and Africa. "We want to take ownership stakes in various mines that can feed into ReElement through our strategic partnership with them, but make sure that these are low-cost mines, steady mines," Jensen says. With $72.5 million in cash, no going concern qualification and a diversified sourcing strategy targeting germanium, gallium, yttrium and gadolinium, Jensen says American Resources is positioned to scale without needing to raise additional capital — while reducing Western dependence on China for critical minerals processing and supply. For more videos like this, visit the Proactive YouTube channel, give this video a like, subscribe to the channel and enable notifications for future content. #AmericanResources #MarkJensen #RareEarths #CriticalMinerals #ReElement #Mining #SupplyChain #DefenseIndustry #RareEarthElements #StrategicMetals #CriticalMaterials #MineralsProcessing #Investing #CleanTech #ProactiveInvestors

## Actions

- request_transcript: `POST https://stenobird.com/v1/public/podcasts/proactive-interviews-for-investors-1457173/episodes/american-resources-ceo-on-rare-earth-strategy-following-major-turnaround/transcription-requests` — Idempotently request low-priority transcript generation for this episode.
- read_markdown: `GET https://stenobird.com/podcast/proactive-interviews-for-investors-1457173/american-resources-ceo-on-rare-earth-strategy-following-major-turnaround.md` — Read the agent-friendly Markdown representation of this episode resource.

A page view does not enqueue transcription. Agents should invoke `request_transcript` explicitly when they need this episode processed.

## Transcript

Full transcripts are not published on public pages unless there is a clear rights basis.